SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $261,000 | -9.4% | 5,684 | -6.9% | 0.01% | -21.4% |
| Q3 2019 | $288,000 | -2.0% | 6,103 | -7.7% | 0.01% | -6.7% |
| Q2 2019 | $294,000 | -1.3% | 6,611 | -1.4% | 0.02% | -11.8% |
| Q1 2019 | $298,000 | +10.4% | 6,705 | -4.3% | 0.02% | -15.0% |
| Q4 2018 | $270,000 | -1.1% | 7,004 | +7.2% | 0.02% | +25.0% |
| Q3 2018 | $273,000 | -2.8% | 6,534 | -2.8% | 0.02% | -15.8% |
| Q2 2018 | $281,000 | +9.8% | 6,723 | +0.5% | 0.02% | 0.0% |
| Q1 2018 | $256,000 | -21.2% | 6,690 | -14.4% | 0.02% | -24.0% |
| Q4 2017 | $325,000 | -0.9% | 7,812 | -2.0% | 0.02% | -7.4% |
| Q3 2017 | $328,000 | -1.8% | 7,972 | -1.7% | 0.03% | -12.9% |
| Q2 2017 | $334,000 | +6.4% | 8,113 | +5.4% | 0.03% | +3.3% |
| Q1 2017 | $314,000 | +14.2% | 7,698 | +14.7% | 0.03% | 0.0% |
| Q4 2016 | $275,000 | -39.8% | 6,709 | -37.4% | 0.03% | -44.4% |
| Q3 2016 | $457,000 | +13.1% | 10,721 | +15.3% | 0.05% | +1.9% |
| Q2 2016 | $404,000 | +89.7% | 9,299 | +80.5% | 0.05% | +82.8% |
| Q1 2016 | $213,000 | -53.6% | 5,152 | -55.5% | 0.03% | -54.7% |
| Q4 2015 | $459,000 | +48.1% | 11,575 | +39.0% | 0.06% | +30.6% |
| Q3 2015 | $310,000 | – | 8,327 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 597,749 | $24,585,000 | 13.92% |
| Fund Evaluation Group, LLC | 1,557,236 | $64,049,000 | 10.25% |
| APPLETON GROUP, LLC | 183,743 | $7,557,000 | 8.12% |
| Financial Engines Advisors L.L.C. | 4,573,795 | $188,125,000 | 6.28% |
| MONEYWISE, INC. | 191,393 | $7,872,000 | 6.22% |
| MCIA Inc | 152,286 | $6,264,000 | 5.56% |
| Tiller Private Wealth, Inc. | 155,950 | $6,414,000 | 5.00% |
| Moisand Fitzgerald Tamayo, LLC | 189,667 | $7,801,000 | 4.75% |
| Whitnell & Co. | 240,701 | $9,900,000 | 4.32% |
| Northwest Quadrant Wealth Management, LLC | 113,486 | $4,798,000 | 3.59% |